Tax Senior Manager
- Private Client Services Keiter
- 3.9 Glen Allen, VA Job Details $132,200
- $171,800 a year 1 day ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Qualifications Estate planning needs analysis Customer relationship building CFP CPA Public accounting Business development within consulting 5 years Identifying new business opportunities Coaching Research Estate planning advisory services Income tax planning Team development Analysis skills Professional development support Bachelor's degree Managing clients in a finance role Client retention Mentoring Accounting firm experience Business development within finance Client acquisition State tax return preparation Tax preparation software Productivity software Bachelor's degree in accounting Senior level Achieving project delivery timelines One-on-one instruction Estate planning Full Job Description What You'll Do Serve as a key liaison between managers, senior managers, partners, clients, staff, and outside advisors throughout all phases of Private Client Services tax engagements.
Manage tax engagements for high-net-worth individuals, families, trusts, estates, and related entities. Prepare and review individual, fiduciary, trust, estate, gift, and multi-state tax returns. Research and apply technical tax guidance related to individual taxation, fiduciary taxation, trusts, estates, and compliance matters. Serve as a main point of contact for multiple clients and manage tax-related communication with attorneys, brokers, trustees, and other third parties. Identify planning opportunities and support clients with tax strategies related to wealth transfer, estate planning, trust administration, and family financial matters. Review client information, assess tax implications, and coordinate with internal team members to deliver timely, accurate, and thoughtful client service. Monitor tax law changes and evaluate how new guidance may impact private clients, trusts, estates, and related planning strategies. Support client meetings and advisory conversations by preparing analysis, recommendations, and follow-up related to complex tax matters. Contribute to staff development by coaching, mentoring, and sharing technical knowledge through one-on-one teachable moments and regular feedback. Participate in business development by building relationships with key service providers, identifying opportunities with existing clients, and following through with new client leads. What We Offer A large variety of client industries, allowing for diverse day‑to‑day tax projects Opportunities to build close, trusted relationships with clients An open environment that encourages new ideas and innovative methodologies Ongoing professional development and continuing education programs Access to multiple niche service and industry teams aligned with your interests A supportive, collaborative team environment A flexible work environment designed to support your professional and personal goals Opportunities for community involvement and impact What You Bring Strong technical and analytical skills in private client tax services. Ability to manage deadlines and meet time constraints in a fast‑paced environment A relationship‑focused mindset with a passion for helping clients achieve their goals Desire to coach and develop tax associates through knowledge sharing Professional, inclusive demeanor that contributes to a positive team culture Willingness to support business development efforts 7+ years of experience in public accounting, tax consulting, or similar, with a focus on private client tax services. 5+ years of direct private client tax services experience Bachelor's degree in accounting Active CPA license; CFP is a plus Working knowledge of Microsoft Office and tax preparation software Pay The anticipated hiring range for this position is $132,200
- 171,800 and is dependent on relevant experience, qualifications, and skills.
Benefits Comprehensive medical, dental, and vision coverage 401K, HSA, and FSA Eligibility for an annual performance bonus Disability and life assurance Generous Paid Time Off and Paid Care Leave Additional Programs and resources to support you and your family Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
